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Portfolio (Quarterly) Guide ↗

Friedenthal Financial

· CIK 0001598611
13F Portfolio $194M AUM 251 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 63 New 45 Added 69 Reduced 78 Exited
Page 13 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MPX MARINE PRODS CORP Consumer Cyclical 31.0 $275.0 $8.87 -7.8%
242 VFC V F CORP Consumer Cyclical 12.0 $216.0 $18.00 -9.9%
243 STRIVE INC 200.0 $148.0 NEW $0.74
244 TRIVAGO N V 30.0 $87.0 $2.90
245 NKE NIKE INC Consumer Cyclical 1.0 $64.0 -32.0 -97.0% $64.00 -30.6%
246 SNDL INC 30.0 $50.0 $1.67
247 AURORA MOBILE LTD 4.0 $25.0 $6.25
248 EOSE EOS ENERGY ENTERPRISES INC Industrials 1.0 $12.0 NEW $12.00 -31.9%
249 TE T1 ENERGY INC Industrials 1.0 $7.0 NEW $7.00 +24.3%
250 WORKHORSE GROUP INC 1.0 $6.0 NEW $6.00
251 GRAB GRAB HOLDINGS LIMITED Technology 1.0 $5.0 NEW $5.00 -28.8%
Page 13 of 13  ·  251 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.7%
Financial Services 10.8%
Healthcare 10.4%
Consumer Cyclical 10.0%
Utilities 9.9%
Real Estate 9.3%
Industrials 7.4%
Basic Materials 7.1%
Energy 6.7%
Consumer Defensive 5.0%